Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Buy
77,604
+4,926
+7% +$89.3K 0.03% 520
2025
Q1
$1.52M Buy
72,678
+1,586
+2% +$33.2K 0.03% 480
2024
Q4
$840K Buy
71,092
+37,428
+111% +$442K 0.02% 646
2024
Q3
$271K Sell
33,664
-1,851
-5% -$14.9K 0.01% 907
2024
Q2
$260K Buy
35,515
+1,415
+4% +$10.4K 0.01% 952
2024
Q1
$262K Buy
34,100
+11,825
+53% +$90.8K 0.01% 918
2023
Q4
$325K Sell
22,275
-5,951
-21% -$86.8K 0.01% 859
2023
Q3
$518K Buy
28,226
+5,846
+26% +$107K 0.02% 669
2023
Q2
$300K Buy
22,380
+1,440
+7% +$19.3K 0.01% 791
2023
Q1
$233K Buy
20,940
+7,638
+57% +$84.9K 0.01% 857
2022
Q4
$132K Buy
+13,302
New +$132K 0.01% 860